Meramec Financial Planners, LLC

Est. AUM

$84.2M

13F long equity, this entity only

Positions

520

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$7.2M	10088	8.53%	SOLE
2	WISDOMTREE TR	EMER MKT HIGH FD	$5.6M	106014	6.59%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.1M	125599	4.85%	SOLE
4	STIFEL FINL CORP	COM	$3.1M	37533	3.64%	SOLE
5	ISHARES TR	RUS 2000 VAL ETF	$2.8M	13245	3.27%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.7M	3775	3.18%	SOLE
7	ETF SER SOLUTIONS	DISTILLATE US	$1.8M	30009	2.16%	SOLE
8	MICROSOFT CORP	COM	$1.6M	3910	1.94%	SOLE
9	ISHARES TR	RUS 2000 GRW ETF	$1.6M	4462	1.90%	SOLE
10	TJX COS INC NEW	COM	$1.5M	9652	1.83%	SOLE
11	SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.5M	45978	1.75%	SOLE
12	ROBLOX CORP	CL A	$1.3M	21337	1.57%	SOLE
13	ISHARES TR	EAFE SML CP ETF	$1.3M	15090	1.52%	SOLE
14	JOHNSON & JOHNSON	COM	$1.2M	5111	1.40%	SOLE
15	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	11606	1.34%	SOLE
16	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.1M	14455	1.27%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.0M	18530	1.21%	SOLE
18	ISHARES TR	ULTRA SHORT DUR	$894K	17673	1.06%	SOLE
19	EXXON MOBIL CORP	COM	$849K	5749	1.01%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$825K	1748	0.98%	SOLE
21	TORTOISE CAPITAL SERIES TRUS	GLOBAL WATER ETF	$824K	15511	0.98%	SOLE
22	ISHARES TR	S&P 500 GRWT ETF	$813K	6364	0.97%	SOLE
23	JPMORGAN CHASE & CO	COM	$747K	2355	0.89%	SOLE
24	ORACLE CORP	COM	$740K	4166	0.88%	SOLE
25	ABBVIE INC	COM	$723K	3549	0.86%	SOLE
26	ISHARES TR	RUSSELL 2000 ETF	$693K	2500	0.82%	SOLE
27	WALMART INC	COM	$691K	5406	0.82%	SOLE
28	PROCTER & GAMBLE CO	COM	$658K	4553	0.78%	SOLE
29	ALPHABET INC	CAP STK CL C	$625K	1864	0.74%	SOLE
30	ISHARES TR	MSCI EAFE ETF	$607K	5841	0.72%	SOLE
31	ISHARES TR	S&P SML 600 GWT	$548K	3420	0.65%	SOLE
32	MERCK & CO INC	COM	$535K	4567	0.64%	SOLE
33	THE CIGNA GROUP	COM	$514K	1836	0.61%	SOLE
34	ALPHABET INC	CAP STK CL A	$482K	1429	0.57%	SOLE
35	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$481K	6936	0.57%	SOLE
36	ISHARES TR	S&P 500 VAL ETF	$473K	2141	0.56%	SOLE
37	HOME DEPOT INC	COM	$469K	1337	0.56%	SOLE
38	PHILIP MORRIS INTL INC	COM	$465K	2950	0.55%	SOLE
39	RTX CORPORATION	COM	$459K	2342	0.55%	SOLE
40	ISHARES TR	CORE S&P SCP ETF	$428K	3143	0.51%	SOLE
41	ISHARES TR	RUS MID CAP ETF	$413K	3948	0.49%	SOLE
42	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$406K	1788	0.48%	SOLE
43	ISHARES TR	S&P MC 400GR ETF	$400K	3622	0.48%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET TEC	$399K	2580	0.47%	SOLE
45	ISHARES TR	RUS MDCP VAL ETF	$392K	2501	0.47%	SOLE
46	META PLATFORMS INC	CL A	$376K	560	0.45%	SOLE
47	BNY MELLON ETF TRUST II	DYNAMIC VALUE	$365K	11680	0.43%	SOLE
48	UNION PAC CORP	COM	$365K	1449	0.43%	SOLE
49	COCA COLA CO	COM	$362K	4790	0.43%	SOLE
50	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$356K	6418	0.42%	SOLE

1–50 of 520

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.